Purchases and Sales Made in Q4 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 2023. The information is specifically focused on institutions that hold shares of VALERO ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-293- 4.45% |
$35.1K - $40.5K
|
6.28K
$836K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-296- 2.49% |
$35.5K - $40.9K
|
11.6K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-298- 4.99% |
$35.7K - $41.2K
|
5.68K
$756K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-299- 4.85% |
$35.9K - $41.3K
|
5.87K
$781K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-302- 4.83% |
$36.2K - $41.7K
|
5.95K
$792K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-310- 7.57% |
$37.2K - $42.8K
|
3.79K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-319- 1.7% |
$38.3K - $44.1K
|
18.4K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-319- 1.32% |
$38.3K - $44.1K
|
23.9K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-327- 2.3% |
$39.2K - $45.2K
|
13.9K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-330- 17.18% |
$39.6K - $45.6K
|
1.59K
$212K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-339- 23.16% |
$40.7K - $46.8K
|
1.13K
$150K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-340- 7.52% |
$40.8K - $47K
|
4.18K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-351- 13.08% |
$42.1K - $48.5K
|
2.33K
$310K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-353- 7.0% |
$42.3K - $48.7K
|
4.69K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-353- 0.66% |
$42.3K - $48.7K
|
53.5K
$7.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-355- 3.66% |
$42.6K - $49K
|
9.34K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-358- 3.46% |
$42.9K - $49.4K
|
9.98K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-359- 7.78% |
$43.1K - $49.6K
|
4.25K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-360- 22.68% |
$43.2K - $49.7K
|
1.23K
$163K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-362- 12.74% |
$43.4K - $50K
|
2.48K
$330K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-369- 1.32% |
$44.3K - $51K
|
27.5K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-370- 3.32% |
$44.4K - $51.1K
|
10.8K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-384- 16.01% |
$46K - $53K
|
2.01K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-400- 1.43% |
$48K - $55.2K
|
27.6K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-400- 5.71% |
$48K - $55.2K
|
6.6K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-400- 0.2% |
$48K - $55.2K
|
201K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-402- 0.83% |
$48.2K - $55.5K
|
47.8K
$6.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-408- 20.34% |
$48.9K - $56.3K
|
1.6K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-417- 11.82% |
$50K - $57.6K
|
3.11K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-419- 1.19% |
$50.2K - $57.9K
|
34.9K
$4.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-420- 3.9% |
$50.4K - $58K
|
10.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-427- 1.54% |
$51.2K - $59K
|
27.3K
$3.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-433- 2.05% |
$51.9K - $59.8K
|
20.7K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-434- 19.54% |
$52K - $59.9K
|
1.79K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-441- 8.57% |
$52.9K - $60.9K
|
4.71K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-445- 16.41% |
$53.4K - $61.5K
|
2.27K
$302K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-450- 0.74% |
$54K - $62.1K
|
60.2K
$8.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-459- 0.63% |
$55K - $63.4K
|
72.7K
$9.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-461- 0.81% |
$55.3K - $63.7K
|
56.3K
$7.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-474- 59.77% |
$56.8K - $65.5K
|
319
$42.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-484- 21.93% |
$58K - $66.8K
|
1.72K
$229K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-488- 0.66% |
$58.5K - $67.4K
|
73.6K
$9.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-491- 21.47% |
$58.9K - $67.8K
|
1.8K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-500- 7.29% |
$60K - $69K
|
6.36K
$846K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-500- 11.63% |
$60K - $69K
|
3.8K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-500- 6.41% |
$60K - $69K
|
7.3K
$971K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-502- 79.06% |
$60.2K - $69.3K
|
133
$17.7K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-505- 9.77% |
$60.6K - $69.7K
|
4.66K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-511- 9.38% |
$61.3K - $70.6K
|
4.94K
$657K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-516- 1.08% |
$61.9K - $71.3K
|
47.5K
$6.31M
|